Financial Planner

Placements24; Bloemfontein; Hybrid; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer match

Professional development support

Hybrid work model

Job summary

Placements24 in Bloemfontein is seeking a dedicated Financial Planner to develop personalized strategies for clients, covering retirement, investments, and wealth preservation. You will combine market knowledge with strong communication to build ongoing client relationships in a hybrid work model.

Requirements include a bachelor's degree in Finance/ Economics, CFP preferred, proven planning experience, and knowledge of tax implications.

Qualifications

• Bachelors degree in Finance, Economics, Business Administration or related field.
• CFP certification or equivalent highly preferred.
• Proven experience in financial planning, wealth management or investment advisory services.
• In-depth knowledge of investment products, insurance, retirement plans and tax implications.
• Strong analytical and problem-solving skills with a client-centric approach.
• Excellent communication, presentation and interpersonal skills.

Responsibilities

• Conduct comprehensive financial needs assessments with clients to understand goals, risk tolerance, and current financial situation.
• Develop tailored financial plans encompassing investment strategies, retirement planning, insurance needs, and estate planning.
• Recommend appropriate investment vehicles and financial products based on client objectives and market conditions.
• Monitor client portfolios and financial plans, making adjustments as necessary to ensure alignment with evolving goals and market dynamics.
• Educate clients on financial concepts and strategies, providing clear and actionable advice.
• Maintain up-to-date knowledge of financial regulations, market trends, and new financial products.

Skills

Analytical thinking

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor's degree in Finance/ Economics/ related field

CFP certification or equivalent

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their team in Bloemfontein . You will be responsible for developing personalized financial strategies for clients, helping them achieve their long-term financial goals, including retirement planning, investment management, and wealth preservation. This role requires a strong understanding of financial markets and products, combined with exceptional interpersonal and communication skills. The position operates on a hybrid model, fostering essential in-person client relationships while allowing for remote flexibility in daily operations.

Key Responsibilities

• Conduct comprehensive financial needs assessments with clients to understand their goals, risk tolerance, and current financial situation.
• Develop tailored financial plans encompassing investment strategies, retirement planning, insurance needs, and estate planning.
• Recommend appropriate investment vehicles and financial products based on client objectives and market conditions.
• Monitor client portfolios and financial plans, making adjustments as necessary to ensure alignment with evolving goals and market dynamics.
• Educate clients on financial concepts and strategies, providing clear and actionable advice.
• Maintain up-to-date knowledge of financial regulations, market trends, and new financial products.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner) or similar qualifications are highly preferred.
• Proven experience in financial planning, wealth management, or investment advisory services.
• In-depth knowledge of investment products, insurance, retirement plans, and tax implications.
• Strong analytical and problem-solving skills, with a client-centric approach.
• Excellent communication, presentation, and interpersonal skills.

Benefits

• Competitive salary and performance-based commission structure.
• Comprehensive health, dental, and vision insurance benefits.
• Retirement savings plan with company matching.
• Support for continuing education and professional development.
• A flexible hybrid work environment, allowing for a balance of office-based and remote work.